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WFG Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

WFG Advisors’s Portfolio FYT Stock Details FYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$90K Buy
2,660
+50
+2% +$1.69K 0.02% 548
2017
Q1 		$89K Buy
2,610
+400
+18% +$13.7K 0.02% 503
2016
Q4 		$77K Sell
2,210
-704
-24% -$22.8K 0.02% 608
2016
Q3 		$90K Sell
2,914
-400
-12% -$12.1K 0.02% 551
2016
Q2 		$94K Buy
3,314
+60
+2% +$1.7K 0.03% 510
2016
Q1 		$92K Buy
3,254
+900
+38% +$23.2K 0.03% 489
2015
Q4 		$64K Buy
2,354
+1,244
+112% +$35.4K 0.02% 593
2015
Q3 		$30K Hold
1,110
– – 0.01% 774
2015
Q2 		$36K Hold
1,110
– – 0.01% 813
2015
Q1 		$37K Hold
1,110
– – 0.01% 808
2014
Q4 		$37K Buy
1,110
+950
+594% +$29.8K 0.01% 996
2014
Q3 		$5K Sell
160
-352
-69% -$11.2K ﹤0.01% 1657
2014
Q2 		$17K Buy
512
+2
+0.4% +$64 ﹤0.01% 1328
2014
Q1 		$17K Buy
510
+1
+0.2% +$32 ﹤0.01% 1302
2013
Q4 		$16K Buy
509
+1
+0.2% +$30 ﹤0.01% 1421
2013
Q3 		$15K Hold
508
– – ﹤0.01% 1369
2013
Q2 		$13K Buy
+508
New +$12.9K ﹤0.01% 1372

Other funds holding FYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Sequent Asset Management Houston, Texas $225M AUM 15.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

WFG Advisors's FYT Position: Q2 2017 in Review

WFG Advisors increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 1.9% in Q2 2017, buying an estimated $1.69K and bringing the position to 2,660 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #548.

WFG Advisors first reported a position in FYT in Q2 2013 and has held it in 17 quarters since. The position peaked at $94K in Q2 2016. 38 funds tracked by Wall St. Rank hold FYT as of Q2 2017.

  • WFG Advisors held 2,660 shares of First Trust Small Cap Value AlphaDEX Fund worth $90K as of Q2 2017.
  • WFG Advisors bought 50 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2017, an estimated $1.69K.
  • First Trust Small Cap Value AlphaDEX Fund made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #548 holding.
  • WFG Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $94K in Q2 2016.
  • 38 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.